Create a relationship brief when an event arrives
See recent customer history before responding to an external signal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
Why this helps
Teams react to alerts without the notes and emails that explain the relationship.
- Improve response quality
- Save investigation time
- Keep context with the alert
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM to Notis once.
- 2Create an automation named Relationship brief webhook.
- 3Tell Notis to retrieve recent entries for the referenced party and summarize the context relevant to the event.
- 4Pick the Notis webhook trigger.
- 5Choose a report channel and test with one representative event.
Questions about this workflow
Which history is retrieved?
The action lists recent notes, emails, and completed party tasks by entry date.
Can it work with an unknown party?
It can report that no matching party or history was found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Capsule crm. A trigger fires from one place; an action lands in another.
Typeform triggers
Capsule crm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Party
Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
New Form Response
Triggers when a respondent completes and submits the form.
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
List Parties
Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Connect any two apps with Notis in the middle.
Typeform and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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